Skip to main content

Calendar Groups

Calendar Groups allow you to organize multiple users into a single group and manage collective scheduling through shared calendars.

Updated over 2 months ago

Who This Is For / When to Use

Use Calendar Groups if you:

  • Have multiple users handling the same type of appointments

  • Need shared ownership of a calendar

  • Want to distribute bookings among users

  • Manage sales teams, appointment setters, or admins with similar availability


What Calendar Groups Are

A Calendar Group is a way to organize users into a single unit for scheduling purposes.

Groups are commonly used to:

  • Power collective and round-robin calendars

  • Assign multiple users to one calendar

  • Control how bookings are distributed among users

Groups do not create bookings by themselves. They are used within calendars to manage user assignment and availability.


Create a Calendar Group

Steps

  1. Go to Settings > Calendars.

  2. Click + Add Group.

  3. Enter the following:

    • Group name

    • Description

    • Slug

  4. Click Save to confirm.

Once saved, the group becomes available for calendar assignment.


Add Users to a Group Calendar

After creating a group, you can assign users through a calendar.

Steps

  1. Go to Calendars > Calendar Settings.

  2. Click + New Calendar to create a new calendar
    ​or click Edit on an existing calendar.

  3. In the setup window, go to Team and Event Setup.

  4. Click + Add User.

  5. Add one or more users to the calendar.


User Priority and Distribution

When adding users to a group calendar:

  • You can set priority values for each user

  • Priority controls how bookings are distributed

  • This enables round-robin-style scheduling

Higher-priority users can receive bookings more frequently depending on configuration.


Assign Users During Booking Confirmation

You can control how users are assigned during the booking process.

Steps

  1. In the calendar setup window, open the Confirmation tab.

  2. Select the appropriate assignment options by checking the required boxes.

  3. Save your changes.

These settings determine how users are selected when a booking is confirmed.


Managing Calendar Groups

Calendar Groups can be edited, reordered, deactivated, or deleted from Settings β†’ Calendars β†’ Groups.

Group-level actions include:

  • Editing group details

  • Reordering calendars within a group

  • Deactivating calendars in bulk

  • Deleting a group

For step-by-step instructions and screenshots, see the Managing Calendar Groups article.


Important Notes

  • Groups are used only within calendars

  • Groups do not replace calendars

  • User availability still depends on:

    • Individual schedules

    • Connected calendars

    • Calendar-level availability rules

For advanced configuration options, use the relevant calendar setup settings.


FAQ

What is a Calendar Group used for?

Calendar Groups are used to organize multiple users so they can share and manage bookings through a single calendar.

Can I add multiple users to one group?

Yes. A group can include multiple users who participate in the same calendar.

Does a group automatically create a calendar?

No. Groups must be selected within a calendar to be used.

How are bookings distributed among group members?

Bookings are distributed based on user priority and calendar configuration, including round-robin logic if enabled.

Can I edit a group after creating it?

Yes. Groups can be edited from Settings > Calendars > Groups.

Did this answer your question?